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Jackson Square Capital’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Jackson Square Capital’s Portfolio IWX Stock Details IWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-155
Closed -$8K – 245
2020
Q3 		$8K Buy
+155
New +$7.95K ﹤0.01% 273

Other funds holding IWX

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $729M AUM 16.55% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

Jackson Square Capital's IWX Position: Q4 2020 in Review

Jackson Square Capital sold out of iShares Russell Top 200 Value ETF (IWX) in Q4 2020, closing a stake of 155 shares — an estimated $8K sold.

Jackson Square Capital first reported a position in IWX in Q3 2020 and held it in 1 quarter. The position peaked at $8K in Q3 2020. 77 funds tracked by Wall St. Rank hold IWX as of Q4 2020.

  • Jackson Square Capital reported no remaining iShares Russell Top 200 Value ETF position as of Q4 2020 after selling out during the quarter.
  • Jackson Square Capital sold 155 iShares Russell Top 200 Value ETF shares in Q4 2020, an estimated $8K.
  • Jackson Square Capital first reported a position in iShares Russell Top 200 Value ETF in Q3 2020 and held it in 1 quarter.
  • Jackson Square Capital's iShares Russell Top 200 Value ETF position peaked at $8K in Q3 2020.
  • 77 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q4 2020.

Based on Jackson Square Capital's 13F filing for Q4 2020, filed 5 Mar 2021.